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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,696 | $94,749-88.7% | $112,899-90.5% | $139,466-92.3% |
| Participation rate | 50.0% | 81.3%-31.3pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 15.49% | 40.92%-25.4pp | 34.11%-18.6pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,577 | $4,630-66.0% | $4,566-65.5% | $4,754-66.8% |
| Participant deferral / active EE | $1,577 | $6,517-75.8% | $6,516-75.8% | $6,712-76.5% |
| Admin fee / account holder | $1,405 | $8,530-83.5% | $7,047-80.1% | $11,409-87.7% |